Thoughts on the Market

1317 Episodes

1. Graham Secker: Will European Earnings Continue to Fall?

   Published: 12/07/2022
2. Mike Wilson: U.S. Dollar Strength vs. Earnings Growth

   Published: 11/07/2022
3. Lauren Schenk: Consumer Spending and Online Dating

   Published: 8/07/2022
4. Michelle Weaver: Checking On The Consumer

   Published: 7/07/2022
5. Michael Zezas: The Impact of Tariff Relief

   Published: 6/07/2022
6. Special Encore: U.S. Housing - Breaking Records not Bubbles

   Published: 5/07/2022
7. Global Equities: Are Value Stocks on the Rise?

   Published: 1/07/2022
8. Jonathan Garner: Why Japan Should Have Investors’ Attention

   Published: 30/06/2022
9. Michael Zezas: Next Steps for the U.S. and China

   Published: 29/06/2022
10. U.S. Fixed Income: When will the Treasury Market Rally?

    Published: 28/06/2022
11. Mike Wilson: The Confounding Bear Market

    Published: 27/06/2022
12. Special Encore: Andrew Sheets - How Useful is Investor Sentiment?

    Published: 24/06/2022
13. Seth Carpenter: A Stark Choice for the European Central Bank

    Published: 23/06/2022
14. Michael Zezas: Evaluating Anti-Inflation Measures

    Published: 22/06/2022
15. Mike Wilson: The Increasing Risk of Recession

    Published: 21/06/2022
16. Andrew Sheets: Balance Sheets Take a Back Seat

    Published: 17/06/2022
17. U.S. Housing: Breaking Records not Bubbles

    Published: 16/06/2022
18. Michael Zezas: Can the Muni Market Provide Shelter?

    Published: 15/06/2022
19. Graham Secker: The High Cost of Capital

    Published: 14/06/2022
20. Mike Wilson: The Decline in Consumer Sentiment

    Published: 13/06/2022